Wells Fargo Clearing Services, LLC
About this Advisor
Paulo Quintana is a financial advisor operating out of Boca Raton, Florida, who has been in the advisory business for 10 years. Quintana is an employee of Wells Fargo Clearing Services, LLC. Over the course of their career, they have held roles at Jp Morgan Securities LLC, T.G.I. Friday'S, Jp Morgan Chase Bank, Fuxion Biotech, Wells Fargo Clearing Services, LLC, Wells Fargo Bank Na and Jpmorgan Chase Bank. Quintana holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Texas. Wells Fargo Clearing Services, LLC is a financial advisory firm based out of Boca Raton, Florida. It has offices in 5,627 locations and a total of 21,510 advisors. It controls $648 billion in total assets among its 1,477,661 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 6,968 charities and foundations. Of its 1,477,661 client accounts, 44% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees typically vary depending on which services the firm provides the client. Fees billed by Wells Fargo Clearing Services, LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Paulo Quintana Work History
Paulo has 10 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
Jpmorgan Chase Bank
Jp Morgan Securities LLC
Jp Morgan Chase Bank
Paulo Quintana has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
Miramar Beach, FL
Los Angeles, CA
Tarpon Springs, FL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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